This guide will show you how to:
- Create a Salesforce connected app to enable an external application to integrate with Salesforce using APIs
- Get Consumer Key and Consumer Secret key
Steps
Follow these steps to enable your application to connect with Salesforce:
1. Create a connected app
To create a connected Salesforce app, follow these steps:
- Log in to Salesforce with your developer account
- In the drop-down list of the account (in the upper-right corner), select Setup
- In the left-hand pane, search for: App Manager and open it
- Click on “New connected App”
- On the New Connected App page, fill the following required fields under Basic Information:
- Connected App Name: “RefAssured Integration”
- API name. For example, "RefAssured_Integration".
- Contact Email. your email / or SFDC Admin
- Go to API (Enable OAuth Settings) and select Enable OAuth Settings.
- In the Callback URL field, enter https://auth.refassured.com/oauth2/idpresponse
- In the Selected OAuth Scopes field, select Manage user data via APIs (api) and then click Add.
- Add the following scopes:
-
- Click the Save button to save the new Connected App.
- Note that changes can take up to 10 minutes to take effect.
2. Get Consumer Key and Consumer Secret key
- Go to the API (Enable OAuth Settings) section, then click Manage Consumer Details button.
- To ensure your account's security, Salesforce need to verify your identity. Enter the the code sent to your email by Salesforce to continue.
- Note down the Consumer Key and Consumer Secret.
3. Enable OAuth 2.0 Username-Password Flow
If your org is created in Summer ’23 or later, the OAuth 2.0 username-password flow is blocked by default. To enable the username-password flow, navigate to OAuth and OpenID Connect Settings, select Allow OAuth Username-Password Flows.